Who owns First Trust Senior Loan Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTSL from SEC Form 13F filings across 305 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 305 institutions disclosed 36.5M shares of First Trust Senior Loan Fund worth $1.63B — about 70.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
305
13F holders
$1.63B
value, 2026 filers
70.9%
of shares outstanding (36.5M sh)
38
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FTSL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4.9M | $220.0M | 0.0% | 9.6% | +2.9% |
| 2 | LPL Financial LLC | 2.8M | $124.7M | 0.0% | 5.4% | +10.7% |
| 3 | WELLS FARGO & COMPANY/MN | 1.7M | $74.7M | 0.0% | 3.2% | +0.8% |
| 4 | ROYAL BANK OF CANADA | 1.5M | $67.3M | 0.0% | 2.9% | +4.9% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.5M | $65.7M | 0.0% | 2.9% | +0.1% |
| 6 | One Capital Management, LLC | 1.4M | $64.5M | 1.8% | 2.8% | 0.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 1.4M | $64.4M | 0.0% | 2.8% | +5.5% |
| 8 | FIRST TRUST ADVISORS LP | 1.3M | $58.0M | 0.0% | 2.5% | +1.8% |
| 9 | UBS Group AG | 937,444 | $42.0M | 0.0% | 1.8% | +0.6% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 884,010 | $39.6M | 0.0% | 1.7% | +5.6% |
| 11 | Modern Wealth Management, LLCNEW | 767,322 | $34.3M | 0.4% | 1.5% | new |
| 12 | Focus Partners Wealth | 669,136 | $29.9M | 0.0% | 1.3% | +0.3% |
| 13 | Virtue Capital Management, LLC | 637,860 | $28.5M | 3.8% | 1.2% | -16.1% |
| 14 | Welch & Forbes LLC | 597,151 | $26.7M | 0.3% | 1.2% | -5.5% |
| 15 | Concurrent Investment Advisors, LLC | 593,455 | $26.6M | 0.2% | 1.2% | +107.3% |
| 16 | TL Private Wealth | 579,910 | $26.0M | 9.5% | 1.1% | +7.7% |
| 17 | Hikari Tsushin, Inc. | 570,196 | $25.5M | 1.7% | 1.1% | 0.0% |
| 18 | Cyndeo Wealth Partners, LLC | 469,326 | $21.0M | 1.0% | 0.9% | +4.8% |
| 19 | Cetera Investment Advisers | 455,074 | $20.4M | 0.0% | 0.9% | +4.3% |
| 20 | Capital Investment Counsel, LLC | 439,221 | $19.7M | 2.4% | 0.9% | -0.9% |
| 21 | OSAIC HOLDINGS, INC. | 378,082 | $16.9M | 0.0% | 0.7% | +25.7% |
| 22 | STIFEL FINANCIAL CORP | 362,078 | $16.2M | 0.0% | 0.7% | -2.7% |
| 23 | Fairvoy Private Wealth, LLC | 359,184 | $16.1M | 3.2% | 0.7% | +6.7% |
| 24 | HARBOR ADVISORY CORP /MA/ | 328,444 | $14.7M | 3.9% | 0.6% | +2.0% |
| 25 | NewEdge Advisors, LLC | 300,787 | $13.5M | 0.0% | 0.6% | +190.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.